TechTalk

Expert commentary and analysis on market developments. Plus guidance on identifying planning opportunities.

In this techtalk

See how your business could benefit as our Financial Planning team
looks at a range of topics on retirement planning and protection.

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2021 Budget Summary

We provide a recap of the key announcements from the March 2021 Budget with an emphasis on financial planning.

TAX RELIEF: RELIEF AT SOURCE VS NET PAY

A summary of our most common queries on the subject of pensions tax relief.

IS BRITAIN HEADING TOWARDS A POST-COVID HEALTH CRISIS?

We explain our research into the wider health implications of the Covid pandemic.

BONUS SACRIFICE

Bonus sacrifice is becoming ever more popular. The benefits of this highly tax-efficient approach to saving for retirement are explained.

DEFINED BENEFIT ADVICE – RETURN OF THE FCA

Developments in the FCA’s approach to DB advice – including the launch of its Defined Benefit Advice Tool and its latest data on the pension transfer market.

BALANCING FLEXIBILITY AND SECURITY IN RETIREMENT INCOME PLANNING

We consider triggers for exiting flexi-access drawdown, including the impact of mortality drag.

VULNERABLE CUSTOMERS – FCA FINAL GUIDANCE

We explain the key points of the FCA’s FG21/1 guidance on the fair treatment of vulnerable customers.

PERSONAL PENSIONS: THE LIFETIME ALLOWANCE TEST ON DEATH UNDER AGE 75

A quick overview of the lifetime allowance test that applies to money purchase pensions on death before age 75.

STATUTORY PARENTAL PAY & WORKPLACE PENSIONS

We explain how statutory parental leave and pay interact with money purchase workplace pensions.

WAKING UP TO THE PROTECTION OPPORTUNITY

We consider how recommending protection can offer opportunities for wealth advisers.

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